We recently published 16 Stocks Jim Cramer Mentioned In An Episode Where He Said OpenAI Could Beat All Big Tech Giants. Advanced Micro Devices, Inc. (NASDAQ:AMD) is one of the stocks Jim Cramer recently discussed. Monday was a great day for Advanced Micro Devices, Inc. (NASDAQ:AMD)’s shares after the firm announced a deal with OpenAI to supply it with chips and a 10% stake. Cramer discussed the deal in detail and interviewed CEO Lisa Su later during the show: “Look I think this is verification of the tot ...

On Monday, AMD (NASDAQ:AMD) made headlines by landing a major deal with ChatGPT maker OpenAI, to supply tens of thousands of its GPU chips for 6 gigawatts of computing capacity over the next five years. The deal represents one of the largest chip orders ever placed in the AI sector and underscores how OpenAI is looking to diversify its hardware supply chain beyond industry standard Nvidia (NASDAQ:NVDA), which holds over 75% of the AI compute market. AMD stock has surged by close to 40% since the deal was an ...

Joshua Meyers - Specialist Sales - US TMT AC (1-617) 310 0767 joshua.meyers@jpmorgan.com J.P. Morgan Securities LLC North America Specialist Sales J P M O R G A N 06 October 2025 AMD (): OpenAI Deal Thoughts/Initial Feedback Joshua Meyers +1 617 310 0767 joshua.meyers@jpmorgan.com Some quick thoughts/feedback ahead of AMD's investor call at 8am (register here). Our global team (Gokul Hariharan, Samik Chatterjee, Jay Kwon, Harlan Sur and Stephen Tusa) is also hosting a call on Implications from Open AI's exp ...

来源：雪球App，作者： 独角兽智库，（https://xueqiu.com/1048969405/355675531） 国庆假期期间，科技领域事件密集，尤以AMD与OpenAI的合作为焦点，重塑全球AI算力格局。与此同 时，国内核电与固态电池技术取得关键突破，共同构成A股市场节后投资主线。本报告将深入分析三大 科技领域的投资机会，并梳理核心标的及其逻辑。 一、半导体自主可控：AMD-OpenAI合作开启千亿市场，国产替代加速 AMD与OpenAI的深度绑定标志着AI算力竞争进入新阶段。10月6日，AMD宣布与OpenAI达成一项为期 四年、总值高达数百亿美元的6吉瓦算力协议，OpenAI将部署多代AMD Instinct系列GPU为其下一代AI 基础设施提供动力支持，首批1吉瓦基于MI450芯片的部署计划于2026年下半年启动。作为协议核心， AMD向OpenAI发行了最多1.6亿股认股权证，若全部行使，OpenAI可能持有AMD约10%的股权，这 种"硬件换股权"模式将双方利益深度捆绑，推动技术协同和生态共建。此合作不仅为AMD带来直接收 入增长（预计未来四年新增收入超千亿美元），更打破了英伟达在AI加速 ...

Chipmaker NVIDIA Corp.’s (NASDAQ:NVDA) CEO, Jensen Huang, shrugged off concerns regarding competition from Advanced Micro Devices Inc. (NASDAQ:AMD), following the latter’s recent partnership with ChatGPT-parent OpenAI.NVDA is performing well relative to peers. See what the experts say here.We Are ‘Very Different Companies’Huang said that the two companies are fundamentally different while speaking on the CNBC Investing Club's monthly meeting on Tuesday. “We build some things that are similar in category, bu ...

Group 1 - AMD collaborates with OpenAI to enhance capabilities in the fourth industrial revolution, emphasizing the need for collective efforts in chip manufacturing [1] - Nvidia positions itself as a computing platform company, focusing on software and developer ecosystems rather than just hardware [2][3] - The emergence of artificial intelligence has transformed data centers into large computing systems, necessitating advancements in distributed computing and networking [4] Group 2 - The scale of modern computing systems has increased significantly, with facilities now operating on hundreds of megawatts, indicating a shift towards intelligence manufacturing [5]

Welcome to Market Catalysts. I'm Julie Hyman. We are 30 minutes into the US trading day.Let's get to the three market catalysts we're watching this hour. First up, utilities and tech are pushing stocks to new records with the S&P 500 rising for the eighth straight session. Of course, AI remains a strong catalyst.An updated forecast from Dell and the ongoing enthusiasm from AMD's Open AI deal continuing to propel tech stocks. We'll bring you a few fresh picks in AI and the shutdown impass. President Trump se ...

It's always good to see you. Uh you never cease to amaze me on these deals you strike and and what you've been doing here at AMD since you joined many years ago. Uh congrats on this news for investors not familiar with precisely what you announced.I'm taking it as open AI AMD are working together to build the future of AI infrastructure. How do you see it. >> Yeah.Well, first of all, Brian, it's great to be here uh with you and yes, uh today is a a big moment for us. Uh very exciting deal. you know, when yo ...

It's always good to see you. Uh you never cease to amaze me on these deals you strike and and what you've been doing here at AMD since you joined many years ago. Uh congrats on this news for investors not familiar with precisely what you announced.I'm taking it as open AI AMD are working together to build the future of AI infrastructure. How do you see it. >> Yeah.Well, first of all, Brian, it's great to be here uh with you and yes, uh today is a a big moment for us. Uh very exciting deal. you know, when yo ...

From a supply-chain perspective, here’s a quick look at OpenAI’s plan to start deploying 1 GW of AMD MI450 systems in 2H26—and what it could mean for Nvidia.1. There have been no significant changes to AMD’s 2026 CoWoS orders over the past two weeks.2. 1 GW MI450 deployment translates to roughly 50K CoWoS-L wafers. Current estimates put AMD’s 2026 CoWoS orders at 60K–80K wafers (80–90% for MI400 series). This means AMD's current CoWoS order plan is sufficient to support the 1 GW build-out, under both optimi ...